James Mee's guest appearances

James Mee

Informed Choice Radio Personal Finance Podcast

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James Mee is a Fund Manager and Asset Allocation Committee member at Waverton. In this episode, he joins Doug to discuss the benefits of multi-asset investing, his views on geopolitics as well as his current fund positioning. They also discuss the battle between structural and cyclical forces in the the recent pick-up of inflation. LinkedIn:Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/James Mee – https://www.linkedin.com/in/james-mee-cfa-74342828/ For further information on any of the topics discussed in the episode please head to our website at www.waverton.co.uk. This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.

James Mee is a Fund Manager and Asset Allocation Committee member at Waverton. In this episode, he joins Doug to discuss the benefits of multi-asset investing, his views on geopolitics as well as his current fund positioning. They also discuss the battle between structural and cyclical forces in the the recent pick-up of inflation. LinkedIn:Doug Barnett – <a href="https://www.linkedin.com/in/douglas-barnett-a475b820/" rel="noopener noreferrer nofollow" target="_blank">https://www.linkedin.com/in/douglas-barnett-a475b820/</a>James Mee – <a href="https://www.linkedin.com/in/james-mee-cfa-74342828/" rel="noopener noreferrer nofollow" target="_blank">https://www.linkedin.com/in/james-mee-cfa-74342828/</a> For further information on any of the topics discussed in the episode please head to our website at <a href="http://www.waverton.co.uk/" rel="noopener noreferrer nofollow" target="_blank">www.waverton.co.uk</a>. This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

James Mee: Why multi-asset?

Richard Hunter

Richard is joined by James Mee, lead fund manager of the Waverton Multi-Asset Income Fund to discuss the workings of the fund, the view for the UK post-Covid and potentially less inflationary pressure going into 2022.Enjoyed listening? Please like and subscribe.Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas.This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

Richard is joined by James Mee, lead fund manager of the Waverton Multi-Asset Income Fund to discuss the workings of the fund, the view for the UK post-Covid and potentially less inflationary pressure going into 2022. Enjoyed listening? Please like and subscribe. Visit <a href="http://ii.co.uk/funds" rel="nofollow" target="_blank">ii.co.uk/funds</a> and <a href="http://ii.co.uk/stock-market-news" rel="nofollow" target="_blank">ii.co.uk/stock-market-news</a> for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

James Mee: The Richard Hunter Interview

The manager of the Waverton Multi-Asset Income Fund talks to interactive investor's head of markets Richard Hunter about the global income fund's key objectives, how the fund is faring in the current environment, trends that have been hastened, and portfolio holdings such as Microsoft.This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

The manager of the Waverton Multi-Asset Income Fund talks to interactive investor's head of markets Richard Hunter about the global income fund's key objectives, how the fund is faring in the current environment, trends that have been hastened, and portfolio holdings such as Microsoft. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

James Mee interview: strategy insights and favourite income stocks

My guest for this episode of Informed Choice Radio is James Mee. James is an investment manager at Waverton Investment Management. He joined the company in September 2012 as an Assistant Portfolio Manager for the Managed Portfolio Service Team. He is now the lead manager of the Waverton Cautious Income Fund and sits on the Macro Research Team contributing macro analysis and reports to the Asset Allocation Committee. James graduated from Bristol University in 2012 with a degree in Law and is a CFA charterholder. In May 2016 he won the WealthBriefing European Rising Star Award. In this episode of Informed Choice Radio, I speak to James about the challenges investors face generating a reasonable level of income from their portfolios, why income investing still has a future, the first steps in building an income portfolio, how diversification works for investors and why 2017 could be a repeat of 2016. Because we’re talking about investing money in this episode, a couple of important reminders. This podcast does not represent a personal recommendation or advice. You should speak to an independent financial adviser before making any investment decisions. The value of your investments can go down as well as up. Past performance is not a guide to future performance. With that said, welcome to Income Investing with James Mee, in episode 138 of Informed Choice Radio. Episode sponsor Today’s episode of Informed Choice Radio is sponsored by audible.com – get a FREE audiobook download and 30 day free trial at audibletrial.com/informedchoice. There’s over 180,000 titles to choose from for your iPhone or Kindle. A title I personally recommend is The Antidote: Happiness for People Who Can’t Stand Positive Thinking, written and narrated by Oliver Burkeman. I finished this one just last week and it’s a fascinating new book, which Burkeman narrates himself. He argues that “positive thinking” and relentless optimism aren’t the solution to the happiness dilemma, but part of the problem. In The Antidote, Burkeman sets out an alternative path to contentment and success that involves embracing the things we spend our lives trying to avoid – uncertainty, insecurity, pessimism, and failure. To download your free audiobook today go to audibletrial.com/informedchoice, and download The Antidote or another free audiobook of your choice. Some questions I ask -What are the challenges that investors currently face around generating a realistic income level from their portfolios? -So what’s the life of an income investor like today? Is it still something that people are actively pursuing? -Is there a balance that can be struck between maintaining an acceptable level of income from your portfolio and ensuring that it’s sustainable – it’s not eroding the capital. What should investors be considering if they are chasing that high yield? -For an investor looking to start an income portfolio, what would be the first steps? How would they start building that portfolio? What would they look for to include within that type of portfolio? -Do you think that portfolios are going to need to change as a result of Brexit as a result of president Trump? -Do income investment tragedies need to change as we get older as we enter retirement? Useful links mentioned in this episode –Waverton Investment Management –Insights article from Waverton –Waverton Cautious Income Fund Thank you for listening! To get new episodes of Informed Choice Radio sent directly to your device as soon as they are published, you can subscribe on iTunes or Stitcher Your reviews on iTunes are incredibly helpful and really appreciated. We get notified about each one; please leave a note of your name and website URL so we can mention you in a future episode.

My guest for this episode of Informed Choice Radio is James Mee. James is an investment manager at Waverton Investment Management. He joined the company in September 2012 as an Assistant Portfolio Manager for the Managed Portfolio Service Team. He is now the lead manager of the Waverton Cautious Income Fund and sits on the Macro Research Team contributing macro analysis and reports to the Asset Allocation Committee. James graduated from Bristol University in 2012 with a degree in Law and is a CFA charterholder. In May 2016 he won the WealthBriefing European Rising Star Award. In this episode of Informed Choice Radio, I speak to James about the challenges investors face generating a reasonable level of income from their portfolios, why income investing still has a future, the first steps in building an income portfolio, how diversification works for investors and why 2017 could be a repeat of 2016. Because we’re talking about investing money in this episode, a couple of important reminders. This podcast does not represent a personal recommendation or advice. You should speak to an independent financial adviser before making any investment decisions. The value of your investments can go down as well as up. Past performance is not a guide to future performance. With that said, welcome to Income Investing with James Mee, in episode 138 of Informed Choice Radio. Episode sponsor Today’s episode of Informed Choice Radio is sponsored by <a href="http://audible.com" rel="nofollow" target="_blank">audible.com</a> – get a FREE audiobook download and 30 day free trial at <a href="http://audibletrial.com/informedchoice" rel="nofollow" target="_blank">audibletrial.com/informedchoice</a>. There’s over 180,000 titles to choose from for your iPhone or Kindle. A title I personally recommend is The Antidote: Happiness for People Who Can’t Stand Positive Thinking, written and narrated by Oliver Burkeman. I finished this one just last week and it’s a fascinating new book, which Burkeman narrates himself. He argues that “positive thinking” and relentless optimism aren’t the solution to the happiness dilemma, but part of the problem. In The Antidote, Burkeman sets out an alternative path to contentment and success that involves embracing the things we spend our lives trying to avoid – uncertainty, insecurity, pessimism, and failure. To download your free audiobook today go to <a href="http://audibletrial.com/informedchoice" rel="nofollow" target="_blank">audibletrial.com/informedchoice</a>, and download The Antidote or another free audiobook of your choice. Some questions I ask -What are the challenges that investors currently face around generating a realistic income level from their portfolios? -So what’s the life of an income investor like today? Is it still something that people are actively pursuing? -Is there a balance that can be struck between maintaining an acceptable level of income from your portfolio and ensuring that it’s sustainable – it’s not eroding the capital. What should investors be considering if they are chasing that high yield? -For an investor looking to start an income portfolio, what would be the first steps? How would they start building that portfolio? What would they look for to include within that type of portfolio? -Do you think that portfolios are going to need to change as a result of Brexit as a result of president Trump? -Do income investment tragedies need to change as we get older as we enter retirement? Useful links mentioned in this episode –<a href="http://www.waverton.co.uk/" rel="nofollow" target="_blank">Waverton Investment Management</a> –<a href="http://www.waverton.co.uk/media-centre/insights" rel="nofollow" target="_blank">Insights article from Waverton</a> –<a href="http://www.waverton.co.uk/investment-funds/fund/waverton-cautious-income-fund" rel="nofollow" target="_blank">Waverton Cautious Income Fund</a> Thank you for listening! To get new episodes of Informed Choice Radio sent directly to your device as soon as they are published, you can subscribe on <a href="https://itunes.apple.com/gb/podcast/informed-choice-radio/id941872073?mt=2" rel="nofollow" target="_blank">iTunes</a> or <a href="http://www.stitcher.com/podcast/informed-choice-podcast/the-informed-choice-podcast" rel="nofollow" target="_blank">Stitcher</a> Your <a href="https://itunes.apple.com/gb/podcast/the-informed-choice-podcast/id941872073?mt=2" rel="nofollow" target="_blank">reviews on iTunes</a> are incredibly helpful and really appreciated. We get notified about each one; please leave a note of your name and website URL so we can mention you in a future episode.